Collections Specialist

Who We Are

Motive builds technology to improve the safety, productivity, and profitability of businesses that power the physical economy. The Motive Automated Operations Platform combines IoT hardware with AI-powered applications to automate vehicle and equipment tracking, driver safety, compliance, maintenance, spend management, and more. Motive serves more than 120,000 businesses, across a wide range of industries including trucking and logistics, construction, oil and gas, food and beverage, field service, agriculture, passenger transit, and delivery.

Motive is proud to be a Forbes Cloud 100 company and a 2020 Career-Launching Company by Wealthfront.

About the Role:

As a Collections Specialist, you will serve as the main point of contact for all collections related inquiries. You will use your understanding of our invoices to clarify details and questions from customers as it relates to subscription fees and one time charges. You will follow up with customers to inquire about unpaid invoices and resolve any issues impeding payment via phone calls, emails, and case management. You will also help with account reconciliations and other ad-hoc projects as needed. Ultimately responsible for cash received by KeepTruckin.

What You'll Do:

• Communicate and follow up effectively with customers regarding their accounts
• Proactively and reactively provide support to customers struggling with billing related inquiries and payment declines/failures
• Use Salesforce and Zuora to solve payment issues
• Investigate historical data of invoices/payments/refunds/chargebacks/credits/write-offs and assist with customer account reconciliations
• Analyze account documents and other data for accuracy and completeness, acquiring missing or correct data when necessary
• Follow established SOPs, review collections process, and recommend improvements where possible
• Ensure proper period cut off for month end close procedures
• Be the point person to answer collections related support cases
• Provide accurate and timely reporting/forecasting
• Work closely with other functional teams to ensure data quality and consistency
• Comfortable working with spreadsheets, internet applications and ERP systems
• Ability to enter data into various electronic systems while maintaining the integrity and accuracy of the data
• Interface with Sales, Customer Success, and Fulfilment teams to ensure proper follow up is being taken for rapid issue resolution

What We're Looking For:

• 1-2 years experience in a Collections related/customer facing role (SaaS Collections and Quote-to-Cash experience is a plus)
• Independent self-starter and adaptable in a fast-paced and changing environment
• Excellent communication skills (written and verbal)
• High level of attention to detail
• Ability to work under pressure and strict deadlines; flexible
• Ability to work well with ambiguity, solve problems and think on your feet
• A good command of Excel and Google Sheets
• A natural instinct to empathize with the customer
• Receptive to feedback, willingness to learn and embrace continuous improvement
• Ability to identify larger issues and make recommendations for improvement
• Resilient capacity to deal with pressure and the demands of the workplace (remote/office)
• Comprehensive knowledge of Zuora is a plus
• Expertise in Salesforce.com is a plus
• Bachelor's (BA/BS) degree in accounting or finance is a plus
• Creating a diverse and inclusive workplace is one of KeepTruckin's core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives.
• Please review our Candidate Privacy Notice here.

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Creating a diverse and inclusive workplace is one of Motive's core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives.

• Please do not let an arrest or conviction record prevent you from applying for employment at Motive. Motive considers qualified applicants with arrest and conviction records.
• Please review our Candidate Privacy Notice here.